Boston Standard Wealth Management, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SPDR INDEX SHS FDS | 0 | 959,770 | +959,770 | 0 | 44,523,752 | 7.29% | +44,523,752 |
| VANGUARD MALVERN FDS | 0 | 149,695 | +149,695 | 0 | 11,547,503 | 1.89% | +11,547,503 |
| SPDR SERIES TRUST | 0 | 100,608 | +100,608 | 0 | 9,194,573 | 1.51% | +9,194,573 |
| SPDR INDEX SHS FDS | 0 | 71,809 | +71,809 | 0 | 3,383,660 | 0.55% | +3,383,660 |
| ISHARES TR | 787,162 | 813,058 | +25,896 | 39,365,967 | 40,538,987 | 6.64% | +1,173,020 |
| SPDR SERIES TRUST | 386,674 | 386,844 | +170 | 18,119,549 | 18,837,696 | 3.08% | +718,147 |
| SPDR SERIES TRUST | 824,795 | 852,998 | +28,203 | 24,149,989 | 24,809,457 | 4.06% | +659,468 |
| ISHARES TR | 664,644 | 676,301 | +11,657 | 16,582,877 | 17,154,380 | 2.81% | +571,503 |
| SPDR INDEX SHS FDS | 0 | 8,949 | +8,949 | 0 | 386,171 | 0.06% | +386,171 |
| VANGUARD INTL EQUITY INDEX F | 297,682 | 292,105 | -5,577 | 21,897,493 | 22,229,210 | 3.64% | +331,717 |
| ISHARES SILVER TR(SLV) | 0 | 3,390 | +3,390 | 0 | 229,757 | 0.04% | +229,757 |
| ABRDN ETFS | 46,616 | 46,616 | 0 | 910,402 | 1,116,210 | 0.18% | +205,808 |
| VANGUARD TAX-MANAGED FDS | 0 | 3,125 | +3,125 | 0 | 203,396 | 0.03% | +203,396 |
| J P MORGAN EXCHANGE TRADED F | 101,384 | 105,688 | +4,304 | 5,119,888 | 5,285,969 | 0.87% | +166,081 |
| VANGUARD MALVERN FDS | 55,906 | 58,701 | +2,795 | 2,765,093 | 2,928,562 | 0.48% | +163,469 |
| SPDR SERIES TRUST | 92,465 | 97,138 | +4,673 | 2,792,451 | 2,912,683 | 0.48% | +120,232 |
| SELECT SECTOR SPDR TR | 4,511 | 5,095 | +584 | 201,681 | 300,168 | 0.05% | +98,487 |
| GINKGO BIOWORKS HOLDINGS INC | 0 | 15,165 | +15,165 | 0 | 96,771 | 0.02% | +96,771 |
| BARCLAYS BANK PLC(DJP) | 8,716 | 8,716 | 0 | 327,809 | 412,724 | 0.07% | +84,915 |
| MICRON TECHNOLOGY INC(MU) | 1,000 | 1,000 | 0 | 285,410 | 363,880 | 0.06% | +78,470 |
| ISHARES TR | 210,231 | 212,459 | +2,228 | 22,517,885 | 22,568,474 | 3.69% | +50,589 |
| BROADCOM INC(AVGO) | 807 | 1,024 | +217 | 279,370 | 320,550 | 0.05% | +41,180 |
| SPDR GOLD TR(GLD) | 946 | 946 | 0 | 374,909 | 411,370 | 0.07% | +36,461 |
| VANGUARD CHARLOTTE FDS | 6,989 | 7,770 | +781 | 337,714 | 372,926 | 0.06% | +35,212 |
| ISHARES TR | 18,969 | 19,019 | +50 | 872,213 | 903,599 | 0.15% | +31,386 |
| ISHARES TR | 9,515 | 9,515 | 0 | 805,385 | 834,454 | 0.14% | +29,069 |
| WALMART INC(WMT) | 2,063 | 2,063 | 0 | 229,839 | 255,089 | 0.04% | +25,250 |
| HASBRO INC(HAS) | 2,466 | 2,466 | 0 | 202,212 | 221,373 | 0.04% | +19,161 |
| NUSHARES ETF TR | 132,063 | 134,150 | +2,087 | 2,952,270 | 2,971,423 | 0.49% | +19,153 |
| ISHARES TR | 2,238 | 2,238 | 0 | 214,928 | 220,635 | 0.04% | +5,707 |
| INVESCO EXCHANGE TRADED FD T | 1,952 | 1,959 | +7 | 373,990 | 376,979 | 0.06% | +2,989 |
| SPDR SERIES TRUST | 42,216 | 42,445 | +229 | 2,025,954 | 2,027,809 | 0.33% | +1,855 |
| ISHARES TR | 7,335 | 7,372 | +37 | 392,478 | 391,871 | 0.06% | -607 |
| ISHARES TR | 3,731 | 3,731 | 0 | 268,635 | 265,576 | 0.04% | -3,059 |
| ISHARES TR | 16,979 | 16,256 | -723 | 749,956 | 746,794 | 0.12% | -3,162 |
| VANGUARD INTL EQUITY INDEX F | 2,604 | 2,537 | -67 | 367,366 | 354,372 | 0.06% | -12,994 |
| AMAZON COM INC(AMZN) | 1,797 | 1,895 | +98 | 414,784 | 399,627 | 0.07% | -15,157 |
| VANGUARD INTL EQUITY INDEX F | 47,198 | 45,606 | -1,592 | 6,764,960 | 6,749,718 | 1.10% | -15,242 |
| SPDR S&P 500 ETF TR(SPY) | 825 | 827 | +2 | 562,609 | 541,867 | 0.09% | -20,742 |
| BOEING CO(BA) | 3,523 | 3,523 | 0 | 764,914 | 733,418 | 0.12% | -31,496 |
| ISHARES TR | 6,282 | 5,807 | -475 | 408,380 | 375,975 | 0.06% | -32,405 |
| VANGUARD INDEX FDS | 36,741 | 36,767 | +26 | 7,683,355 | 7,644,785 | 1.25% | -38,570 |
| ISHARES TR | 9,024 | 8,430 | -594 | 808,220 | 750,132 | 0.12% | -58,088 |
| VANGUARD WORLD FD | 44,684 | 43,214 | -1,470 | 3,200,302 | 3,139,254 | 0.51% | -61,048 |
| ALPHABET INC(GOOG) | 1,331 | 1,207 | -124 | 417,745 | 355,219 | 0.06% | -62,526 |
| APPLE INC(AAPL) | 3,166 | 3,114 | -52 | 860,821 | 791,128 | 0.13% | -69,693 |
| ISHARES TR | 11,261 | 11,290 | +29 | 1,450,790 | 1,379,622 | 0.23% | -71,168 |
| JUMIA TECHNOLOGIES AG(JMIA) | 19,092 | 20,892 | +1,800 | 238,459 | 144,364 | 0.02% | -94,095 |
| INVESCO EXCHANGE TRADED FD T | 44,266 | 41,491 | -2,775 | 2,031,373 | 1,923,545 | 0.31% | -107,828 |
| MICROSOFT CORP(MSFT) | 1,491 | 1,524 | +33 | 721,229 | 566,321 | 0.09% | -154,908 |
| VANGUARD INTL EQUITY INDEX F | 394,426 | 387,370 | -7,056 | 21,204,336 | 21,034,179 | 3.44% | -170,157 |
| SPDR INDEX SHS FDS | 9,160 | 0 | -9,160 | 374,297 | 0 | — | -374,297 |
| VANGUARD WORLD FD | 79,125 | 79,172 | +47 | 9,570,972 | 8,963,827 | 1.47% | -607,145 |
| SPDR INDEX SHS FDS | 333,247 | 336,170 | +2,923 | 27,492,891 | 26,774,271 | 4.38% | -718,620 |
| NVIDIA CORPORATION(NVDA) | 81,222 | 81,170 | -52 | 15,147,864 | 14,305,250 | 2.34% | -842,614 |
| SPDR INDEX SHS FDS | 73,428 | 0 | -73,428 | 3,437,184 | 0 | — | -3,437,184 |
| VANGUARD INDEX FDS | 669,718 | 668,053 | -1,665 | 224,536,459 | 215,994,949 | 35.36% | -8,541,510 |
| VANGUARD BD INDEX FDS | 920,885 | 797,786 | -123,099 | 68,209,927 | 58,589,425 | 9.59% | -9,620,502 |
| SPDR INDEX SHS FDS | 991,592 | 0 | -991,592 | 44,036,602 | 0 | — | -44,036,602 |